The Wealth Managers at Wealth Advisors provide wealth management services intended to help individual investors and business owners in the accumulation, protection and retirement income distribution of their investment assets.

With a 20+ year track record serving the needs of Colorado Springs investors we have the expertise to assist you with all of your investment concerns.

 

Ongoing Portfolio Management

As our client, you receive an individually designed asset allocation plan to help you pursue your financial goals. We monitor your investments daily, making monthly and/or quarterly rotational changes and rebalancing accounts as necessary.

Retirement Planning

We offer a personalized retirement analysis that helps you calculate how much to save to meet your retirement goals. We also handle all paperwork for the IRS required minimum distributions (RMDs) from retirement accounts. Our planning also includes income analysis for a surviving spouse.

Social Security Benefits Planning

Upon request, we help you determine when to begin receiving Social Security in order to maximize benefits.

Tax Planning

As appropriate, we use a tax-efficient strategy of positioning assets in accounts to minimize taxable income and maximize deductions and return on investment. We also work with your tax professionals to help ensure effective long-term tax planning strategies.

Insurance Advice

We are fully licensed to provide insurance advice. With over 25 years of experience in insurance, we offer a full review of our clients’ insurance policies and guidance as needed on appropriate levels of coverage.

Estate Planning

We work in tandem with your estate planning attorney to ensure proper gifting strategies and wealth transfers as well as matching the plan to your overall, long-term financial goals. We can also incorporate the financial needs of your children, grandchildren, and other family members into your wealth management plan.

Education Planning

We help you meet your college funding goals by designing age-specific portfolios in tax-efficient 529 college plans. We monitor and rebalance each account to help ensure savings and investments are on target to meet educational funding goals.

Intergenerational Wealth

We offer investment advice for the whole family, managing assets for grandparents, children, and grandchildren. We are glad to provide investment advice for client family members who otherwise might not meet our client minimums.

401(k) Services for Businesses

We set up and maintain low cost 401(k) and 403(b) plans that offer a large variety of investment options to meet the specific needs of your business.

Charitable Giving

We help you through the rewarding process of charitable giving. You receive advice on investment selection and timing to maximize giving and minimize taxes. We provide the administrative support necessary to oversee the entire gifting process.

Endowment Management

We provide investment advice to foundations, trusts, and charities. We offer guidance on prudent investment practices and ongoing investment management services to aid endowment committees.

 

Experience The Difference

Wealth Advisors is located in Colorado Springs, Colorado and serves clients across Colorado and beyond.

We understand that the selection of a financial advisor is an important decision for you and your family.

We best serve clients who answer “yes” to these questions:

  • Are you interested in a long-term relationship with a financial advisor?
  • Do you want a financial advisor who watches out for your best interests and acts accordingly?
  • Are you seeking ongoing investment management services?
  • Do you have a wide range of financial concerns for yourself and your family?
  • Are you seeking confidence in your investments?
  • Are you willing to work with us to create and adhere to a financial plan for yourself and your family?
  • Do you want to revisit (and possibly revise) that financial plan every year?
  • Are you willing to pay a fee based on your assets under management?

If you answered “yes” to most of these questions, Wealth Advisors may be right for you. Please feel free to contact us with your additional questions.